All Environmental issues articles – Page 16
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Engagement guide
Introduction to transition risk for oil and gas companies
The speed and scale of the energy transition is becoming more obvious every day, causing more investors to accept the need to improve their strategies to be well positioned as structural changes in the energy and related sectors occur.
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Engagement guideScenario analysis – degrees of warming
Scenarios are often misrepresented. Ultimately they are one version of the future, not a prediction or forecast.
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Engagement guide2 degrees of separation: Transition risk for oil and gas in a low carbon world
Are the oil majors aligned with a 2°C target? This new analysis provides a way of understanding whether the supply options of the largest publicly traded oil and gas producers are aligned with demand levels consistent with the agreed target for maximum global warming.
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Engagement guideCalculating carbon supply cost curves in a 2°C scenario
In order to try and allocate the carbon budget at a company level, Carbon Tracker developed the carbon supply cost curve approach.
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Engagement guideCalculating a 2°C capex pathway for oil and gas companies
Having calculated the oil and gas production associated with a 2D scenario, we can then identify the level of capital expenditure required, and the delta to business-as-usual, (BAU).
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Engagement guide
Oil and gas company/project exposure to a 2°C scenario
Companies that have a lower percentage of unneeded capex can be seen as more aligned with a 2D budget; companies with a greater percentage of unneeded capex warrant further attention from investors.
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Engagement guideNPV sensitivity of oil and gas companies to a 2°C scenario
The NPVs of a company’s 2D-compliant portfolio and its BAU portfolio can be compared to give an insight into the cost structures of the two and their relative values.
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News and press
PRI perspective: investors must drive implementation of the FSB Task Force final report
The FSB Task Force on Climate-related Financial Disclosures (TCFD) marks a turning point on how companies, banks, insurers, investors and regulators understand and respond to climate risk and opportunity.
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News and press
PRI releases briefing document on US regulation and climate change
In a move to bring clarity to proposed changes in the US around policy and regulation issues, the PRI has released a briefing document for both US and global signatories. Since President Trump took office in January this year and began to assemble his administration, the political tide has turned ...
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PodcastRare earth minerals
Hongqiao Liu (China Water Risk) joins the PRI’s Gemma James to discuss rare earth minerals and their importance to investors. As a key component in many new technologies, such as electronics and renewable energy, the sustainable supply of these “vitamins of industry” is becoming increasingly critical.
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News and press
Letter from global investors to governments of the G7 and G20 nations
This letter is signed by nearly 400 investors representing more than US$22 trillion in assets.
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News and press
PRI tackles threat of methane emissions with collaborative engagement
To encourage energy and utility companies to improve their management and disclosure of methane emissions, the PRI has launched a new global collaborative engagement, with 36 investors from 11 countries representing US$4.2 trillion in assets under management.
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Blog post
Climate disclosure – what does this year’s ExxonMobil resolution tell us?
Examining climate disclosure through an in-depth look at the upcoming ExxonMobil climate disclosure resolution.
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Engagement guide
Methane: A key frontier for investor engagement
Investors in the oil and gas industry face a number of material risks from emissions of methane which require heightened scrutiny to assess operator performance and risk management, as well as to improve disclosure from companies.
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Engagement guide
Reducing company methane emissions
Methane emissions reductions can be cost-effective, with industry leadership including supporting public policy.
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Engagement guide
Taking action on methane disclosure resolutions
How investors can take action on methane disclosure resolutions, including intitial questions for engagement and follow-up questions.
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Engagement guide
What to look for in an inventory of methane emissions
An overview of what investors should look for in an inventory of methane emissions, including initial and follow-up questions.
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Engagement guideAn investor's guide to methane: Engaging with oil and gas companies to manage a rising risk
Methane, the primary component of natural gas, is a climate pollutant 84 times more powerful than carbon dioxide (CO2) over a 20-year period, and it is responsible for 25% of the global warming we are experiencing today.
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Blog post
Long walk to below 2 degrees – reflections on COP22
Canny investors recognise the need to understand climate risk and protect investments.
